Matthew Funk is a registered investment advisor, based in West Conshohocken, PA, with 7 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
100 Front Street, West Conshohocken, PA, 19428
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley Investment Management INC.
August 2019 - Present · 7 yrs 2 mos
Morgan Stanley Distribution, INC.Broker
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2018 - July 2019 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2018 - July 2019 · 11 mos
State Registrations1 state
PA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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